The platform
First email to final invoice, one system.
Most companies run a CRM, a PSA tool, a forecasting deck, and a commissions spreadsheet — and lose the truth in between. This is all four, sharing one ledger.
A CRM that fills itself in.
Email and calendar sync every five minutes and land on the right account, deal, and contact. Scribe extracts the signals. Your team approves in minutes what used to take Friday afternoons.
Accounts & contacts
Saved views, bulk actions, CSV import and export, account hierarchies, stakeholder maps with influence levels, and account goals. Contacts appear from your email automatically as shadow records a human confirms — no lead-entry funnel, by design.
Deals & pipeline
A drag-and-drop board with weighted stage totals, and a deal page that carries everything: line items, quotes, people with roles, tasks, signals, the activity timeline, and the agent's health panel.
Win plans
Why now, success criteria, decision process, competition, next milestone — owned by the rep. Sentinel's evidence-backed suggestions render under the field they target; applying one is the approval.
Quotes
Numbered quotes snapshotted from deal line items, grouped recurring / services / one-time with discount and tax. Draft → sent → accepted, where accepted is final. Print-clean for PDF.
Renewals
Every active contract ending in the next 180 days with the ARR at stake, rolling 30- and 90-day exposure, and days-to-renew that turn amber, then red.
Tasks & approvals
Due-dated tasks grouped by urgency, and one keyboard-driven queue for everything the agents propose — approve, edit, or reject with a reason the agent learns from.
Judgment on the record, math in the open.
Forecast category is a human call, stored as one. And when any number on the page is incomplete, the page says so in amber instead of being confidently wrong.
- Won / commit / best case / weighted, per month and per rep, with coverage of the gap.
- Services revenue on its own tab — backlog, recognised, and scheduled-versus-recognised by month.
- The Monday agent note cites only pre-computed facts, each one click from source.
A Harvest-class delivery layer, inside the CRM.
Projects with three billing models, weekly timesheets, capacity planning, expenses, and revenue recognition — because the promise you sold is a project someone has to deliver.
Capacity, 12 weeks out
A staffing heatmap of committed hours versus weekly capacity, with probability-weighted pipeline demand overlaid — so you see the crunch before you sign it.
Expenses
Project expenses with categories and a billable flag, batch-submitted through the same draft → submitted → approved ladder as time.
Sales → delivery handoff
Closing a deal can create the project in the same motion, with the budget derived from the services you actually sold. Nothing gets lost between teams.
Retainers with live drawdown
“12h used of 60h this month, resets on the 1st” — counted from approved billable time only, so drafts never draw down a client's allowance.
Delivery reports
Hours by person, by project, and the person × project matrix — split billable / non-billable / approved, grouped by week or month, all CSV-exportable and reconciling.
Harvest importer
Four paste-in CSV flows bring clients, projects, people, and full time history across — idempotent, with the original rate snapshots preserved.
The numbers leadership runs on, without the negotiation.
Command center
One screen that separates money you've earned, sold, will bill, and might win — a live ARR counter, the FY race chart, selling and invoicing outlooks — and never blurs them.
Targets & team
Monthly new-ARR targets per rep and for the org, aligned to your financial year. The team page shows pipeline, weighted coverage, activity, and attainment per rep.
Reports
Win rate, sales cycle, stage conversion from trigger-written history, loss reasons, revenue mix. Page and CSV export share the same math, so they can't disagree.
Commissions
Accruals born in the same transaction as the signed contract, flat-rate plans per person, a clean accrued → payable → paid ladder — visible only to the owner.
The TV wallboard
A token-secured wallboard for the office screen: the ARR counter at nine rems, the trajectory, pace in plain words — and a green flash when a deal signs.
In-app feedback
Your team reports issues from the exact screen they hit them on, screenshot included, and gets the reply threaded back in-app.
A platform, not a silo.
Org-scoped API keys, signed webhooks, SSO, and row-level security on everything — the boring parts done properly, from day one.
REST API v1
Accounts, contacts, deals, and projects over Bearer keys — SHA-256 hashed, shown once — with cursor pagination, rate limiting, and a consistent response envelope.
Signed webhooks
account.created, contact.created, deal.created — HMAC-SHA256 signed, queue-delivered with retries, and a ping button to test your endpoint.
Microsoft 365 sync
Email and calendar every five minutes via delta queries, deterministic matching to the right records, opt-in per rep, refresh tokens sealed in an encrypted vault.
Single sign-on
Microsoft Entra SSO with domain-gated account creation and SSO-only enforcement per workspace — sign-in scopes and mailbox scopes deliberately never mixed.
Multi-tenant by construction
Row-level security on every table, per-workspace agent scheduling and budgets — one tenant's overrun can't touch another's data or briefings.
Data quality tools
Duplicate detection by shared email, domain, or normalised name, with field-by-field merge that moves everything attached to the dropped record.
See it run end to end.
One loop, one system: a synced email becomes a signal, a deal, a project, an invoice — and a number on the office TV.